Maximizing Yext Reselling in Your SaaS Business

For agencies working in the Software-as-a-Service (SaaS) industry, integrating Yext reselling into your service offerings can significantly enhance the value of your premium subscription tiers. By adding Yext, you can provide clients with more robust solutions, making your CRM  plans more attractive. Steps to Add Yext Reselling to Your SaaS Platform Before you begin, ensure you meet the following conditions: Subscription: You must be subscribed to the Pro plan. SaaS Configuration: Set up your subscription packages in the SaaS Configurator. Payment Setup: Link your agency's Stripe account to manage payments. Critical Reminder Once you connect your Stripe account at the agency level, it becomes a permanent setting and cannot be altered. Double-check to ensure you connect the correct account. Benefits of the Yext Community Yext provides a robust community for its users, offering valuable insights and practical tips on using the platform effectively. The Yext Hitchhiker’s Course serves as a comprehensive guide to creating superior search experiences. By joining, you’ll gain access to expert advice, peer interactions, and an expansive pool of shared knowledge through various online forums. Steps to Resell Yext as Part of Your SaaS Offering 1. Go to the Agency View section in your account. 2. Click on the Reselling tab. 3. Find the option labeled Re-sell Yext Listing Card. 4. Check the box for Offer Yext as part of a SaaS Plan. 5. Choose the specific plan(s) where you want to include the Yext offering. 6. Save your settings to apply these changes. Note: When you choose a specific plan for Yext, any higher-tier plans will automatically include Yext. For example, if you select "Standard Plan and Above," both the Professional and Premium plans will also offer Yext. Tracking Locations Subscribed to Your Yext Offer: To check which locations have signed up for your Yext offering, follow these steps: 1. Go to Agency View. 2. Click on Agency Settings. 3. Navigate to the Billing section. By following these steps, you can effectively incorporate Yext reselling into your SaaS platform, adding significant value to your offerings and improving customer satisfaction.